PSI

Pinnacle Summer Investments Portfolio holdings

AUM $678M
1-Year Est. Return 9.53%
This Quarter Est. Return
1 Year Est. Return
-9.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$9.86M
3
+$8.04M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.87M
5
CVX icon
Chevron
CVX
+$6.59M

Top Sells

No sells this quarter

Sector Composition

1 Energy 25.87%
2 Financials 6.77%
3 Real Estate 5.63%
4 Consumer Discretionary 5.36%
5 Technology 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$28K 0.01%
+649
452
$28K 0.01%
+3,750
453
$27K 0.01%
+989
454
$27K 0.01%
+366
455
$27K 0.01%
+10,000
456
$27K 0.01%
+1,000
457
$27K 0.01%
+600
458
$27K 0.01%
+1,280
459
$27K 0.01%
+545
460
$26K 0.01%
+225
461
$26K 0.01%
+500
462
$26K 0.01%
+650
463
$26K 0.01%
+1,280
464
$26K 0.01%
+854
465
$26K 0.01%
+1,395
466
$26K 0.01%
+2,000
467
$26K 0.01%
+600
468
$25K 0.01%
+564
469
$25K 0.01%
+333
470
$24K 0.01%
+604
471
$24K 0.01%
+720
472
$24K 0.01%
+2,200
473
$23K 0.01%
+213
474
$23K 0.01%
+365
475
$23K 0.01%
+996
17 18
19
20 21